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iShares S&P Growth Allocation Fund shares owned by BlueStem Wealth Partners

Quarter-by-quarter ownership of iShares S&P Growth Allocation Fund (AOR) shares owned by BlueStem Wealth Partners from 13F filings

Historical chart of BlueStem Wealth Partners investment in iShares S&P Growth Allocation Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund held by BlueStem Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Growth Allocation Fund by BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 69k 64.38
2025-06-30 $4.2M 69k 61.57
2025-03-31 $4.3M 74k 57.57
2024-12-31 $4.4M 77k 57.32

More positions owned by BlueStem Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Growth Etf Etf (VUG)
Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Columbia Research Enhanced Core Etf Etf (RECS)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Harbor Scientific Alpha High-yield Etf Etf (SIHY)
Tcw Flexible Income Etf Etf (FLXR)
Ishares Convertible Bond Etf Etf (ICVT)

View all positions for BlueStem Wealth Partners

Top funds holding iShares S&P Growth Allocation Fund

BlackRock
Worth Asset Management
Jpmorgan Chase & Co
LPL Financial
Mesirow Financial Investment Management International Equity
Aspiriant
Morgan Stanley
Wells Fargo & Company
Integrated Investment Consultants
Consilium Wealth Advisory
Foundations Investment Advisors
Kovitz Investment Group Partners
Jim Saulnier & Associates
Assetmark
UBS Group

View all funds holding iShares S&P Growth Allocation Fund